Navigation: Client Administration > Add a New Client > Do Bureau Enquiry

This guide explains how to efficiently create a new client profile by performing a real-time credit bureau enquiry and using the information returned to automatically populate the client's details.

Overview

This feature saves time and reduces manual data entry errors by creating a new client directly from the results of a successful credit check. The system pulls available data such as name, ID number, and contact details directly from the credit bureau into the new client's profile.

Before You Begin

• Default Bureau: The system will automatically use the preferred credit bureau (e.g., XDS, VeriCred, Experian) that has been configured by your System Administrator at Setups > MaxConsumer > MaxConsumer Setup.
• Screen Variations: The on-screen fields for the enquiry may look slightly different depending on which service provider is set as the default.

Step-by-Step Guide

1. Navigate to the Enquiry Function:

   • Go to Client Administration > Add a New Client.
   • Click the Do Bureau Enquiry button.

2. Enter the ID Number:

   • You will be prompted to enter the prospective client's ID number.
   • ID Validation: The system will automatically check if this ID number already exists in your database. If it is a duplicate, you will be prevented from performing the enquiry until a unique ID number is entered.

3. Perform the Enquiry:

   • Follow the on-screen prompts to complete the credit check with the selected bureau.

4. Create the Client from the Results:

   • If the credit bureau enquiry is successful, a button labelled “Create Client From Enquiry Result” will become available. Click this button.

5. Review and Complete the Profile:

   • The system will instantly create a new client entry and automatically populate the profile with the data returned by the bureau. This can include:
     • Name and Surname
     • ID Type and ID Number
     • Date of Birth
     • Work, Home, and Cellphone Numbers
     • Physical Address
   • You will then be taken directly to the new client's profile, where you can complete any remaining required fields or update the information as needed.

Viewing the Enquiry Reports

After an enquiry is performed, the generated credit report can be found in the following locations:

• DocSpace: The full credit report is typically available for viewing here.
• Non-Client History: For enquiries performed via Compuscan or XDS, a record of the transaction can be found under their respective non-client history sections.

Reporting on New Clients

To see a list of all clients that were created within a specific period (including those added via this method), you can run the following report:

1. Go to Reporting > Client > Client Report.
2. Select the desired date range to view all newly created clients.